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WEALTH MANAGEMENT

An Independent Financial Advisor
Located in Tampa, FL.

free financial review

(813) 484-7877

Financial Advisor

Planning

Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.


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Financial Advisor

Investments

A distinctive approach, backed by our exceptional qualifications.


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Financial Advisor

Retirement

We weave expert retirement planning directly into our wealth management service.


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retirement planning

ENJOY Your Retirement Years

 We offer customized, non-proprietary solutions solely in 
 our Clients’ best interest. 

MEET YOUR ADVISOR


CEO Image

A message from the Founder.

"Dedicated to helping make a difference in the financial futures of my clients.“

Jeff Schlotterbeck

Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.